Purchases and Sales Made in Q4 2023 in Ishares Iboxx $ Investment Gra (LQD)
This table provides information about the institutional ownership of Ishares Iboxx $ Investment Gra (LQD) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES IBOXX $ INVESTMENT GRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
153KNew |
$15.1M - $17.1M
|
153K
$16.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
150KNew |
$14.7M - $16.7M
|
150K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
149K+ 565.89% |
$14.7M - $16.6M
|
175K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
145K+ 17.43% |
$14.2M - $16.1M
|
975K
$107M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
143KNew |
$14M - $15.9M
|
143K
$15.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
140K+ 81.31% |
$13.8M - $15.6M
|
313K
$34.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
140K+ 4129.38% |
$13.8M - $15.6M
|
144K
$15.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
126K+ 383.4% |
$12.4M - $14.1M
|
159K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
124K+ 38.56% |
$12.1M - $13.8M
|
444K
$48.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
116KNew |
$11.4M - $12.9M
|
116K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
116KNew |
$11.4M - $12.9M
|
116K
$12.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
113K+ 805.59% |
$11.1M - $12.6M
|
127K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
110K+ 3.27% |
$10.8M - $12.2M
|
3.47M
$381M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.1K+ 59.56% |
$9.74M - $11M
|
265K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
97.3KNew |
$9.56M - $10.8M
|
97.3K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
95KNew |
$9.34M - $10.6M
|
95K
$10.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
89.8K+ 758.05% |
$8.83M - $10M
|
102K
$11.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
85.9K+ 251.0% |
$8.44M - $9.56M
|
120K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
82.7KNew |
$8.13M - $9.21M
|
82.7K
$9.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
82KNew |
$8.06M - $9.13M
|
82K
$9.02M
|
|
|
May 30, 2024
Q4 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
81.8KNew |
$8.04M - $9.11M
|
81.8K
$8.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
BUY
|
- |
76.6KNew |
$7.53M - $8.53M
|
76.6K
$8.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
75.8K+ 26.45% |
$7.45M - $8.44M
|
363K
$39.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
71.5K+ 11.85% |
$7.03M - $7.97M
|
675K
$74.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
69.2KNew |
$6.81M - $7.71M
|
69.2K
$7.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
68.7K+ 88.27% |
$6.75M - $7.65M
|
147K
$16.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66.1K+ 338.22% |
$6.49M - $7.36M
|
85.6K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
64.7K+ 43.15% |
$6.36M - $7.21M
|
215K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
64.6KNew |
$6.35M - $7.2M
|
64.6K
$7.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
63K+ 388.21% |
$6.2M - $7.02M
|
79.3K
$8.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
62.2K+ 417.35% |
$6.11M - $6.92M
|
77.1K
$8.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
61.9K+ 21.56% |
$6.08M - $6.89M
|
349K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
61.8KNew |
$6.07M - $6.88M
|
61.8K
$6.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60.7K+ 9.86% |
$5.97M - $6.76M
|
677K
$74.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.9K+ 69.22% |
$5.79M - $6.56M
|
144K
$15.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
58.8KNew |
$5.78M - $6.55M
|
58.8K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
58K+ 241.51% |
$5.7M - $6.46M
|
82K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.9K+ 14.31% |
$5.69M - $6.45M
|
463K
$50.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
57.3K+ 21.56% |
$5.63M - $6.38M
|
323K
$35.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
54K+ 336.82% |
$5.31M - $6.02M
|
70.1K
$7.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
51.5K+ 194.11% |
$5.06M - $5.73M
|
78K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
51.4K+ 121.4% |
$5.05M - $5.72M
|
93.7K
$10.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
51.2K+ 46.71% |
$5.03M - $5.7M
|
161K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.2K+ 7.99% |
$4.83M - $5.48M
|
664K
$73M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
48.9K+ 24.89% |
$4.81M - $5.45M
|
245K
$27M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
48.5KNew |
$4.77M - $5.4M
|
48.5K
$5.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
43.2KNew |
$4.24M - $4.81M
|
43.2K
$4.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
41.5KNew |
$4.08M - $4.63M
|
41.5K
$4.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
41.2K+ 184.24% |
$4.05M - $4.59M
|
63.6K
$7M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
41.1K+ 326.08% |
$4.03M - $4.57M
|
53.6K
$5.9M
|